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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,582 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,933 | $37,196-92.1% | $154,114-98.1% | $55,725-94.7% |
| Participation rate | 94.2% | 64.1%+30.1pp | 83.0%+11.2pp | 70.9%+23.4pp |
| Annual return | -55.37% | 1319.68%-1375.0pp | 735.16%-790.5pp | 244.93%-300.3pp |
| Employer contribution / active EE | $1,520 | $1,614-5.8% | $5,298-71.3% | $2,078-26.8% |
| Participant deferral / active EE | $1,365 | $2,068-34.0% | $5,081-73.1% | $3,356-59.3% |
| Admin fee / account holder | $8 | $102-91.7% | $13,411-99.9% | $115-92.7% |